Tag Archives: GDP

Greece is the Word

The three key take-away points from last Friday’s deal: 1. Greek politicians shouldn’t play poker: Whether the new government was faced with a lack of time or simply wasn’t experienced in bail-out negotiations, we don’t know, but neither Greek Prime … Continue reading

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ABBA Time

Mamma Mia!! Yesterday morning (Thursday February 12th 2015) the Swedish central bank (the Riksbank) decided to take a chance on Quantitative Easing (“QE”), cutting the repurchase rate to -0.10% and announcing a bond-buying programme of SEK 10bn (approx. €1bn). The … Continue reading

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Europe’s Banks – Great Expectations or Groundhog Day?

Consensus expectations for earnings in the Eurozone are reaching new highs, with Earnings Per Share (“EPS”) growth expected to be 15% in 2015. To be fair, we have heard bullish forecasts like this for a number of years now. While … Continue reading

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Why are Americans so Pessimistic about the U.S. Economy?

This is the first in a three-part series on Innovation Trends Retooling the U.S. Economy. Five years after the Great Financial Crisis (GFC), despite improvements in GDP growth and employment, the U.S. public still seems to be oppressed by a … Continue reading

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Beyond QE, U.S. Economy is Getting Traction

The Fed confirmed the end of Quantitative Easing (QE) and changed its rhetoric on the job market. The unemployment rate is (finally) gradually declining, as is the underutilization in the labor market, although it remains high by historical standards. The … Continue reading

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